There's something for everyone. Our Fall Webinar Series includes 5 virtual series to give you fresh ideas to grow your business, a better understanding of SEI and its new investment strategies, or best practices and new features of the SEI Wealth PlatformSM.

Growing Your Business in a Virtual (and Hybrid) World

Register For the 2-Part Series

Part 1: Tuesday, October 13 | 1 - 2 p.m. Eastern time

  • John Anderson, head of SEI’s Practice Management Services will explore virtual strategies to help you grow your advisory business. Find out why putting these processes in place can become a pipeline for growth:
    • Real-life technology solutions you can implement now
    • Differentiating your practice by developing a niche 
    • Client communications vs. prospecting communications: Should they differ? 

Part 2: Tuesday, October 20 | 1 -2 p.m. Eastern time

  • Wassan Kasey from Capital Group’s Advisor Practice Management Team will join John Anderson to show you how to energize your brand and take your business to the next level. You'll learn how to:
    • Turbocharge your brand by defining the three "Ws” of your brand value: — why, what, and who.
    • Use digital strategies for growth that help you connect with prospects and clients.

Who should attend?

  • Independent advisors looking to understand technology solutions they can implement today in order to grow.
  • Advisors looking to update their brand, value proposition and segmentation strategies
  • Advisors expanding their knowledge of digital strategies and how they can help with client engagement.

Roadmap for the Future: Roadshow Series

Register for the 5-Part Series

Travel from your home or office - virtually! Follow our Roadmap for the Future and your future success. We’ll update you on the many directions we're mapping out to help you meet your client needs and enhance the experience along the way. Register for our 5-part series to learn about new investment strategies and technology advancements you can utilize right now, while also learning how to better engage your clients digitally.

Hosted by Chris Arizin and Anthony Peracchia, SEI Managing Directors

Elections and Tax Planning: The Perfect Storm (1 CE Credit*) 
Thursday, October 27 | 1 - 2 p.m. Eastern time

  • There are many ways you can add value to your clients.  Tax management and tax planning are two ways we can help your clients save money on taxes.
  • Dean Mioli and his team will discuss year-end tax planning tips, plus estate and gift planning considerations given the outcome of the election.

Advisor Business Platform: Today and Tomorrow
Thursday, November 10 | 1 - 2 p.m. Eastern time

  • SEI has created a full single-source ecosystem that combines traditional custody with advanced technology functions, all designed to help you focus on managing wealth, not technology. 
  • Allie Carey and Aaron von Alst share our multi-year vision for the SEI Business Platform plus plans for key functionality, like online digital account open, model management and trading and digital collaboration tools.

Introducing SEI's Systematic Core Strategies (1 CE Credit*) 
Thursday, November 17 | 1 - 2 p.m. Eastern time

  • Earlier this year, we introduced SEI American Fund Strategies to our flexible investment offering. We continue to expand and innovate our investment lineup with the introduction of Systematic Core Strategies.  
  • SEI’s J. Womack and Dean Mioli will highlight these new overlay investment strategies and demonstrate how they can add another level of personalization and value to your clients’ portfolios.

Marketing and Digital Client Engagement
Thursday, November 24 | 1 - 2 p.m. Eastern time

  • Marketing and digital engagement are necessary to both attract new clients and keep existing ones interested. Raef Lee, SEI’s head of Strategic Initiatives, will share insights and resources we've developed to help you expand your digital footprint.
  • Advisor Stream and Absolute Engagement share best practices on using digital engagement tools.
  • Practical insights from an Absolute Engagement success story, Hal Carmean from Creative Wealth Management, will discuss the development of his firm’s digital marketing approach.

Transitioning to Advice-Based Accounts in a RegBI World (1 CE Credit*)
Thursday, December 1 | 1 - 2 p.m. Eastern time

  • With increased regulatory scrutiny and today’s volatile investment climate, there has never been a better time to review your book for opportunities to transition appropriate accounts to an advice-based relationship
  • More and more advisors are realizing the increased revenue potential of managing fee-based accounts, while today’s consumers are demanding a more holistic, advice-based, financial planning approach.
  • John Anderson will share why it makes perfect sense to transition your legacy commissionable business as we go into 2021, the steps to get there and how simple it is with SEI’s technology platform.

Who should attend?

  • Current advisors working with SEI. Learn about our understand the new investment products and technology enhancements.
  • Financial advisors looking to add value through tax planning and considerations that may become reality based on the outcome of the elections.
  • Advisors looking to build their marketing plan for 2021. Better understand the various digital tools available to help attract and engage clients.
  • Advisors investigating new ways to grow and/or streamline their business.
  • Anyone looking to familiarize themselves with our full suite of asset management, technology and administration and practice management services.
  • Advisors who want to receive CE credits.

The SEI Wealth Platform: Best Practices Series

Whether you are brand new to the SEI Wealth Platform, need a refresher, or want to make sure you know your stuff, these Best Practices Series webinars will cover a variety of our cutting-edge features and functionality.

Who should attend?

  • Current users of the SEI Wealth platform, including administrative and operations staff

Back to Basics: Activities vs. Transactions
Thursday, October 22 | 2 - 3 p.m. Eastern time

Register Now

Enhancement Release Features
Thursday, November 19 | 2 - 3 p.m. Eastern time

Register Now

Tips for a Successful End of 2020 and Start to 2021
Thursday, December 17 | 2 - 3 p.m. Eastern time

Register Now

Advisor Discovery Forum

Registration link coming soon

  • Join Erich Holland, Alan Lauder and a host of other SEI subject matter experts to learn how the intersection of custody, technology and asset management is designed to streamline your firm and help you deliver value to your clients.
  • Offering 2 CE Credits*

Choose between two sessions: Thursday, December 3 or December 10, both at 1 - 3 p.m. Eastern time

Who should attend?

  • Independent financial advisors looking to outsource asset management and administrative functions, so they can spend more time attracting new clients and personalizing high value advice.
  • Advisors who have worked with SEI in the past, but may not be familiar with our expanded suite of services.

Seven Marketing Essentials for 2021

Registration link coming soon

Tuesday, December 15 | 1 - 2 p.m. Eastern time

  • With 2021 fast approaching, now is the time to focus on the future, with seven essential strategies to include as part of next year’s marketing plan. 
  • Join SEI’s John Anderson and Jerry Lezynski who will share best practices designed to make your firm stand out and grow in 2021.

Who should attend?

  • Advisors looking to build their marketing plan for 2021. Learn new strategies and tips to help attract new clients
  • Advisors investigating new ways to differentiate their firm.